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Bristol-Myers Squibb

2,446 hedge funds and large institutions have $88.5B invested in Bristol-Myers Squibb in 2025 Q4 according to their latest regulatory filings, with 370 funds opening new positions, 870 increasing their positions, 956 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 370 | Existing positions closed: 143

55% more funds holding in top 10

Funds holding in top 10: 2031 (+11)

24% more capital invested

Capital invested by funds: $71.6B → $88.5B (+$16.9B)

8% more funds holding

Funds holding: 2,2662,446 (+180)

2.65% more ownership

Funds ownership: 78%80.65% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 870 | Existing positions reduced: 956

30% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.91B

Holders
2,446
Holders Change
+180
Holders Change %
+7.94%
% of All Funds
29.76%
Holding in Top 10
31
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+55%
% of All Funds
0.38%
New
370
Increased
870
Reduced
956
Closed
143
Calls
$1.33B
Puts
$1.91B
Net Calls
-$574M
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
701
Fifth Third Wealth Advisors
Ohio
$2.76M +$197K +4,094 +9%
CA
702
Cullinan Associates
Kentucky
$2.75M -$222K -4,625 -8%
SC
703
SummitTX Capital
Texas
$2.73M -$253K -5,249 -9%
AFC
704
Alpine Fox Capital
Nevada
$2.7M +$2.41M +50,000 New
ATC
705
Argent Trust Co
Tennessee
$2.68M -$447K -9,287 -16%
FRA
706
Frank Rimerman Advisors
California
$2.67M +$289K +6,014 +14%
IA
707
IFP Advisors
Florida
$2.67M +$869K +18,060 +57%
IWM
708
IHT Wealth Management
Illinois
$2.65M +$133K +2,763 +6%
TA
709
Townsend & Associates
Colorado
$2.65M -$67.6K -1,405 -3%
RCA
710
Resonant Capital Advisors
Wisconsin
$2.64M +$69.8K +1,450 +3%
RIL
711
Rothschild Investment LLC
Illinois
$2.62M +$487K +10,117 +26%
ES
712
Element Squared
Minnesota
$2.61M +$2.33M +48,420 New
DIA
713
Dana Investment Advisors
Wisconsin
$2.6M -$2.04M -42,334 -47%
AAP
714
Arax Advisory Partners
Colorado
$2.58M -$7.05M -146,581 -75%
MCP
715
Mirador Capital Partners
California
$2.58M -$16.7K -347 -0.7%
CRWM
716
Castle Rock Wealth Management
California
$2.58M +$2.69K +56 +0.1%
CK
717
Cohen Klingenstein
New York
$2.57M
WWA
718
WCG Wealth Advisors
Nevada
$2.56M +$1.39M +28,841 +154%
SCP
719
Sivia Capital Partners
California
$2.55M +$1.87M +38,941 +465%
LWP
720
LMG Wealth Partners
Louisiana
$2.54M -$248K -5,146 -10%
TC
721
Trust Company
Kansas
$2.54M +$379K +7,872 +20%
CCP
722
Clarkston Capital Partners
Michigan
$2.53M +$39.2K +815 +2%
ISB
723
Iowa State Bank
Iowa
$2.52M -$100K -2,084 -4%
FWCM
724
Ferguson Wellman Capital Management
Oregon
$2.51M -$180K -3,732 -7%
VSQM
725
V-Square Quantitative Management
Illinois
$2.5M -$239K -4,969 -10%